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Trusts & Inheritance Lessons | Longevity and Withdrawal Strategies | Decluttering Your Retirement Plan

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Manage episode 514648547 series 3561360
Content provided by Impact Partnership and Jon Hicks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Jon Hicks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What happens when your retirement math suddenly changes? Jon Hicks explores why most inheritances vanish in five years, how longevity and inflation challenge old withdrawal rules, and why organizing your financial “junk drawer” is the key to a confident retirement. Discover practical insights on trust planning, income strategies, and building a clear, actionable blueprint for your future.

Schedule your complimentary appointment today: RetirementSolutionShow.com

Follow us on social media: YouTube | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

314 episodes

Artwork
iconShare
 
Manage episode 514648547 series 3561360
Content provided by Impact Partnership and Jon Hicks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Jon Hicks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What happens when your retirement math suddenly changes? Jon Hicks explores why most inheritances vanish in five years, how longevity and inflation challenge old withdrawal rules, and why organizing your financial “junk drawer” is the key to a confident retirement. Discover practical insights on trust planning, income strategies, and building a clear, actionable blueprint for your future.

Schedule your complimentary appointment today: RetirementSolutionShow.com

Follow us on social media: YouTube | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

314 episodes

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